The $4 Billion Buddhist RIA

Life Planning in the News

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The overarching vision of the Kinder Institute is to bring Life Planning to everyone in the world by increasing the public’s knowledge about and demand for Life Planning, and by training Life Planners and helping them continue to develop their skills and practices.

Barron’s features the journey of Spencer Sherman and Brent Kessel to found Abacus Wealth Partners and how Buddhism plays a central role in their firm and their lives. They met at a course led by George Kinder in Hawaii!

Credit: Charles Paikert

https://www.barrons.com/advisor/articles/buddhist-ria-wealth-management-abacus-51645453687?

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